IWA
OKLO

Icon Wealth Advisors’s Oklo OKLO Stock Holding History

Icon Wealth Advisors’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$259K Buy
+3,981
New +$286K 0.02% 345
2025
Q4 		– Sell
-2,300
Closed -$257K – 538
2025
Q3 		$257K Buy
2,300
+300
+15% +$23.5K 0.02% 336
2025
Q2 		$112K Buy
+2,000
New +$77.1K 0.01% 482

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Icon Wealth Advisors's OKLO Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in Oklo (OKLO) in Q1 2026: 3,981 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in OKLO as recently as Q3 2025.

Icon Wealth Advisors first reported a position in OKLO in Q2 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Icon Wealth Advisors held 3,981 shares of Oklo worth $259K as of Q1 2026.
  • Oklo was a new Icon Wealth Advisors position in Q1 2026.
  • Oklo made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #345 holding.
  • Icon Wealth Advisors first reported a position in Oklo in Q2 2025 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.